Funds Specialist
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content. The posting includes: description (intro), responsibilities list, qualifications, benefits (Why Join Us?), pay (hourly rate $20.00 per hour). No schedule. No separate skills section (maybe we can embed in qualifications). We need to preserve all substantive info, no boilerplate (EEO, etc). Remove duplicated lines, navigation, cookie, legal, etc. Also remove application instructions like "Apply Today!" maybe considered boilerplate? It's a call to action; but instruction says remove application instructions. So we should not include "Apply Today!" or similar. Also remove "Join us today, and experience a career well lived." maybe part of about the role? It's promotional but not boilerplate; we can keep as part of About the role.
We need to format: Use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to include Pay section because posting states "$20.00 per hour". So we need a Pay heading with that info.
Benefits: "Full compensation/benefits package for full-time employees. 401(k) with company match. Paid time off and holiday pay. Complex work adding value... Enjoy job security with nationwide career development and advancement opportunities." That's benefits.
Qualifications: list bullet points.
Responsibilities: many bullet points.
About the role: intro paragraph(s) before responsibilities.
We need to ensure we don't repeat job title as heading. The job title is "Program Administration Funds Specialist". Not to be used as heading.
We also need to not include Job ID/requisition numbers.
We need to strip EEO etc.
Let's extract content.
Original text:
"Mentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join us today, and experience a career well lived. Program Administration Funds Specialist $20.00 per hour Do you have experience in Account Management and customer service? Are you looking for rewarding work in an organization dedicated to making a positive impact in the lives of others? Bring your commitment to a team-based workplace that puts people first. Monitor implementation of individual fund policies and procedures, audit individuals’ accounts, review reconciliations, and report mismanagement or abuse of individual funds. Coordinate and manage funds in alignment with money management plans and financial transaction consents. Perform Representative Payee Designee duties, administer pre-paid bank card programs, track and record deposited funds for beneficiaries, and deposit payments when necessary. Assist with opening irrevocable burial trusts, special needs trusts, etc., and coordinate handling of individual funds in the event of death. Complete routine and end of year tax filing for applicable persons served. Review and process routine personal spending and special requests for funds, maintaining records of expenditures, including original receipts and signatures. Make payments on behalf of persons served, including room and board, rent, utilities, medical co-payments, and others, following policy and procedure when issuing checks from individual fund accounts. Reconcile transaction registers to fund’s source (ledgers/etc.) at least monthly or more frequently, as applicable. Verify accuracy of transaction register balances by reviewing starting and ending balances, deposits, expenditures, cash count, and bank card or account balance verification, bringing questions or inconsistencies to the primary money manager (or other party if this person is suspected) for resolution. Conduct routine reviews of account balances and, as indicated, complete high balance alert notifications and take steps to avoid exceeding asset limits to maintain eligibility. Assist with reporting combined asset and account information to benefit entities (e.g., Social Security Administration) as well as collecting and organizing documents for external audits of Representative Payee Accounts. Promptly report suspected misuse of funds or property, as required by applicable policy and procedures. Qualifications High school diploma/GED required; Associate’s Degree with account management experience preferred. Proficiency in accounting, intermediate to advanced computer skills, and familiarity with accounting applications preferred. Self-motivated and detail-oriented with ability to multi-task. Strong analytical skills with the ability to collect information from different sources. Current driver's license in good standing, car registration, and auto insurance if driving on the behalf of the Company. Why Join Us? Full compensation/benefits package for full-time employees. 401(k) with company match. Paid time off and holiday pay.Complex work adding value to the organization’s mission alongside a great team of co-workers. Enjoy job security with nationwide career development and advancement opportunities. We have meaningful work for you – come join our team – Apply Today! Sevita is a leading provider of home and community-based specialized health care. We believe that everyone deserves to live a full, more independent life. We provide people with quality services and individualized supports that lead to growth and independence, regardless of the physical, intellectual, or behavioral challenges they face. We’ve made this our mission for more than 50 years. And today, our 40,000 team members continue to innovate and enhance care for the 50,000 individuals we serve all over the U.S. As an equal opportunity employer, we do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, citizenship, or any other characteristic protected by law."
We need to remove EEO paragraph at end. Also remove "Apply Today!" maybe considered application instruction. Also remove "Sevita is a leading provider..." maybe considered boilerplate? It's about the company but could be considered part of About the role? It's generic but maybe we keep as part of About the role? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The Sevita description is not exactly boilerplate but could be considered generic company description; but it's substantive about mission. Might keep as part of About the role.
We need to separate sections.
Let's craft About the role: combine first paragraph(s) before responsibilities: "Mentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join us today, and experience a career well lived." Also maybe include the question sentences: "Do you have experience in Account Management and customer service? Are you looking for rewarding work in an organization dedicated to making a positive impact in the lives of others? Bring your commitment to a team-based workplace that puts people first." Those are more like call to action but could be part of About the role. We'll keep them.
Then Responsibilities: list all duties from "Monitor implementation..." to "Promptly report suspected misuse..."
We need to ensure we capture each duty as a bullet.
Let's list them:
- Monitor implementation of individual fund policies and procedures, audit individuals’ accounts, review reconciliations, and report mismanagement or abuse of individual funds.
- Coordinate and manage funds in alignment with money management plans and financial transaction consents.
- Perform Representative Payee Designee duties, administer pre-paid bank card programs, track and record deposited funds for beneficiaries, and deposit payments when necessary.
- Assist with opening irrevocable burial trusts, special needs trusts, etc., and coordinate handling of individual funds in the event of death.
- Complete routine and end of year tax filing for applicable persons served.
- Review and process routine personal spending and special requests for funds, maintaining records of expenditures, including original receipts and signatures.
- Make payments on behalf of persons served, including room and board, rent, utilities, medical co-payments, and others, following policy and procedure when issuing checks from individual fund accounts.
- Reconcile transaction registers to fund’s source (ledgers/etc.) at least monthly or more frequently, as applicable.
- Verify accuracy of transaction register balances by reviewing starting and ending balances, deposits, expenditures, cash count, and bank card or account balance verification, bringing questions or inconsistencies to the primary money manager (or other party if this person is suspected) for resolution.
- Conduct routine reviews of account balances and, as indicated, complete high balance alert notifications and take steps to avoid exceeding asset limits to maintain eligibility.
- Assist with reporting combined asset and account information to benefit entities (e.g., Social Security Administration) as well as collecting and organizing documents for external audits of Representative Payee Accounts.
- Promptly report suspected misuse of funds or property, as required by applicable policy and procedures.
Qualifications:
- High school diploma/GED required; Associate’s Degree with account management experience preferred.
- Proficiency in accounting, intermediate to advanced computer skills, and familiarity with accounting applications preferred.
- Self-motivated and detail-oriented with ability to multi-task.
- Strong analytical skills with the ability to collect information from different sources.
- Current driver's license in good standing, car registration, and auto insurance if driving on the behalf of the Company.
Benefits (Why Join Us?):
- Full compensation/benefits package for full-time employees.
- 401(k) with company match.
- Paid time off and holiday pay.
- Complex work adding value to the organization’s mission alongside a great team of co-workers.
- Enjoy job security with nationwide career development and advancement opportunities.
Pay: $20.00 per hour.
We might also include a short paragraph about Sevita mission? Could be part of About the role.
We need to avoid duplication: The Sevita description at end is similar to earlier but we can keep maybe one instance. We'll keep the earlier Sevita description? Actually the Sevita description appears at the end only; earlier we have Mentor Community Services description. We'll keep both? The Sevita description is generic but maybe we can incorporate into About the role as a brief note: "Sevita is a leading provider of home and community-based specialized health care..." It's not duplicated elsewhere. We'll keep it.
Now produce HTML:
About the role
Mentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join us today, and experience a career well lived. Do you have experience in Account Management and customer service? Are you looking for rewarding work in an organization dedicated to making a positive impact in the lives of others? Bring your commitment to a team-based workplace that puts people first. Sevita is a leading provider of home and community-based specialized health care. We believe that everyone deserves to live a full, more independent life. We provide people with quality services and individualized supports that lead to growth and independence, regardless of the physical, intellectual, or behavioral challenges they face. We’ve made this our mission for more than 50 years. And today, our 40,000 team members continue to innovate and enhance care for the 50,000 individuals we serve all over the U.S.
Responsibilities
- Monitor implementation of individual fund policies and procedures, audit individuals’ accounts, review reconciliations, and report mismanagement or abuse of individual funds.
- Coordinate and manage funds in alignment with money management plans and financial transaction consents.
- Perform Representative Payee Designee duties, administer pre-paid bank card programs, track and record deposited funds for beneficiaries, and deposit payments when necessary.
- Assist with opening irrevocable burial trusts, special needs trusts, etc., and coordinate handling of individual funds in the event of death.
- Complete routine and end of year tax filing for applicable persons served.
- for any list of duties/requirements/benefits. Use
for prose. We need to include Pay section because posting states "$20.00 per hour". So we need a Pay heading with that info. Benefits: "Full compensation/benefits package for full-time employees. 401(k) with company match. Paid time off and holiday pay. Complex work adding value... Enjoy job security with nationwide career development and advancement opportunities." That's benefits. Qualifications: list bullet points. Responsibilities: many bullet points. About the role: intro paragraph(s) before responsibilities. We need to ensure we don't repeat job title as heading. The job title is "Program Administration Funds Specialist". Not to be used as heading. We also need to not include Job ID/requisition numbers. We need to strip EEO etc. Let's extract content. Original text: "Mentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join us today, and experience a career well lived. Program Administration Funds Specialist $20.00 per hour Do you have experience in Account Management and customer service? Are you looking for rewarding work in an organization dedicated to making a positive impact in the lives of others? Bring your commitment to a team-based workplace that puts people first. Monitor implementation of individual fund policies and procedures, audit individuals’ accounts, review reconciliations, and report mismanagement or abuse of individual funds. Coordinate and manage funds in alignment with money management plans and financial transaction consents. Perform Representative Payee Designee duties, administer pre-paid bank card programs, track and record deposited funds for beneficiaries, and deposit payments when necessary. Assist with opening irrevocable burial trusts, special needs trusts, etc., and coordinate handling of individual funds in the event of death. Complete routine and end of year tax filing for applicable persons served. Review and process routine personal spending and special requests for funds, maintaining records of expenditures, including original receipts and signatures. Make payments on behalf of persons served, including room and board, rent, utilities, medical co-payments, and others, following policy and procedure when issuing checks from individual fund accounts. Reconcile transaction registers to fund’s source (ledgers/etc.) at least monthly or more frequently, as applicable. Verify accuracy of transaction register balances by reviewing starting and ending balances, deposits, expenditures, cash count, and bank card or account balance verification, bringing questions or inconsistencies to the primary money manager (or other party if this person is suspected) for resolution. Conduct routine reviews of account balances and, as indicated, complete high balance alert notifications and take steps to avoid exceeding asset limits to maintain eligibility. Assist with reporting combined asset and account information to benefit entities (e.g., Social Security Administration) as well as collecting and organizing documents for external audits of Representative Payee Accounts. Promptly report suspected misuse of funds or property, as required by applicable policy and procedures. Qualifications High school diploma/GED required; Associate’s Degree with account management experience preferred. Proficiency in accounting, intermediate to advanced computer skills, and familiarity with accounting applications preferred. Self-motivated and detail-oriented with ability to multi-task. Strong analytical skills with the ability to collect information from different sources. Current driver's license in good standing, car registration, and auto insurance if driving on the behalf of the Company. Why Join Us? Full compensation/benefits package for full-time employees. 401(k) with company match. Paid time off and holiday pay.Complex work adding value to the organization’s mission alongside a great team of co-workers. Enjoy job security with nationwide career development and advancement opportunities. We have meaningful work for you – come join our team – Apply Today! Sevita is a leading provider of home and community-based specialized health care. We believe that everyone deserves to live a full, more independent life. We provide people with quality services and individualized supports that lead to growth and independence, regardless of the physical, intellectual, or behavioral challenges they face. We’ve made this our mission for more than 50 years. And today, our 40,000 team members continue to innovate and enhance care for the 50,000 individuals we serve all over the U.S. As an equal opportunity employer, we do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, citizenship, or any other characteristic protected by law." We need to remove EEO paragraph at end. Also remove "Apply Today!" maybe considered application instruction. Also remove "Sevita is a leading provider..." maybe considered boilerplate? It's about the company but could be considered part of About the role? It's generic but maybe we keep as part of About the role? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The Sevita description is not exactly boilerplate but could be considered generic company description; but it's substantive about mission. Might keep as part of About the role. We need to separate sections. Let's craft About the role: combine first paragraph(s) before responsibilities: "Mentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join us today, and experience a career well lived." Also maybe include the question sentences: "Do you have experience in Account Management and customer service? Are you looking for rewarding work in an organization dedicated to making a positive impact in the lives of others? Bring your commitment to a team-based workplace that puts people first." Those are more like call to action but could be part of About the role. We'll keep them. Then Responsibilities: list all duties from "Monitor implementation..." to "Promptly report suspected misuse..." We need to ensure we capture each duty as a bullet. Let's list them: - Monitor implementation of individual fund policies and procedures, audit individuals’ accounts, review reconciliations, and report mismanagement or abuse of individual funds. - Coordinate and manage funds in alignment with money management plans and financial transaction consents. - Perform Representative Payee Designee duties, administer pre-paid bank card programs, track and record deposited funds for beneficiaries, and deposit payments when necessary. - Assist with opening irrevocable burial trusts, special needs trusts, etc., and coordinate handling of individual funds in the event of death. - Complete routine and end of year tax filing for applicable persons served. - Review and process routine personal spending and special requests for funds, maintaining records of expenditures, including original receipts and signatures. - Make payments on behalf of persons served, including room and board, rent, utilities, medical co-payments, and others, following policy and procedure when issuing checks from individual fund accounts. - Reconcile transaction registers to fund’s source (ledgers/etc.) at least monthly or more frequently, as applicable. - Verify accuracy of transaction register balances by reviewing starting and ending balances, deposits, expenditures, cash count, and bank card or account balance verification, bringing questions or inconsistencies to the primary money manager (or other party if this person is suspected) for resolution. - Conduct routine reviews of account balances and, as indicated, complete high balance alert notifications and take steps to avoid exceeding asset limits to maintain eligibility. - Assist with reporting combined asset and account information to benefit entities (e.g., Social Security Administration) as well as collecting and organizing documents for external audits of Representative Payee Accounts. - Promptly report suspected misuse of funds or property, as required by applicable policy and procedures. Qualifications: - High school diploma/GED required; Associate’s Degree with account management experience preferred. - Proficiency in accounting, intermediate to advanced computer skills, and familiarity with accounting applications preferred. - Self-motivated and detail-oriented with ability to multi-task. - Strong analytical skills with the ability to collect information from different sources. - Current driver's license in good standing, car registration, and auto insurance if driving on the behalf of the Company. Benefits (Why Join Us?): - Full compensation/benefits package for full-time employees. - 401(k) with company match. - Paid time off and holiday pay. - Complex work adding value to the organization’s mission alongside a great team of co-workers. - Enjoy job security with nationwide career development and advancement opportunities. Pay: $20.00 per hour. We might also include a short paragraph about Sevita mission? Could be part of About the role. We need to avoid duplication: The Sevita description at end is similar to earlier but we can keep maybe one instance. We'll keep the earlier Sevita description? Actually the Sevita description appears at the end only; earlier we have Mentor Community Services description. We'll keep both? The Sevita description is generic but maybe we can incorporate into About the role as a brief note: "Sevita is a leading provider of home and community-based specialized health care..." It's not duplicated elsewhere. We'll keep it. Now produce HTML:
About the role
Mentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join us today, and experience a career well lived. Do you have experience in Account Management and customer service? Are you looking for rewarding work in an organization dedicated to making a positive impact in the lives of others? Bring your commitment to a team-based workplace that puts people first. Sevita is a leading provider of home and community-based specialized health care. We believe that everyone deserves to live a full, more independent life. We provide people with quality services and individualized supports that lead to growth and independence, regardless of the physical, intellectual, or behavioral challenges they face. We’ve made this our mission for more than 50 years. And today, our 40,000 team members continue to innovate and enhance care for the 50,000 individuals we serve all over the U.S.
Responsibilities
- Monitor implementation of individual fund policies and procedures, audit individuals’ accounts, review reconciliations, and report mismanagement or abuse of individual funds.
- Coordinate and manage funds in alignment with money management plans and financial transaction consents.
- Perform Representative Payee Designee duties, administer pre-paid bank card programs, track and record deposited funds for beneficiaries, and deposit payments when necessary.
- Assist with opening irrevocable burial trusts, special needs trusts, etc., and coordinate handling of individual funds in the event of death.
- Complete routine and end of year tax filing for applicable persons served.